AdvisorOS Directory
Claim Profile
Unclaimed Profile
BW

Brian James Walker

MONETARY SOLUTIONS, LTD.·DAYTON, Ohio
Clean record11 years registeredMONETARY SOLUTIONS, LTD.
3066 KETTERING BLVD, DAYTON, OH 45439CRD# 6437209Firm CRD# 121217

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian James Walker · DAYTON, OH
Registration
CRD #6437209 · MONETARY SOLUTIONS, LTD. · 11 years registered
Brand Profile
Not yet started
01

Career History

MONETARY SOLUTIONS, LTD.
Mar 2015 – present
02

Registrations & Exams

Registration record
First registered · March 4, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MONETARY SOLUTIONS, LTD.
CRD 121217 · SEC 801-120450
AUM
$128M
Regulatory assets under management
Employees
2
142 client accounts
Services offered by MONETARY SOLUTIONS, LTD.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MONETARY SOLUTIONS, LTD. →
Introduction

Speak with Brian

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brian is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DAYTON?

Browse all registered financial advisors in DAYTON, Ohio or claim this profile if it's yours.

Browse DAYTON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Brian James Walker offer?
Brian James Walker specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DAYTON, Ohio for a consultation.
What are Brian James Walker's credentials?
Brian James Walker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian James Walker located?
Brian James Walker is based in DAYTON, Ohio, working with MONETARY SOLUTIONS, LTD.. Their office serves clients in the DAYTON metropolitan area and surrounding communities.
How does Brian James Walker charge for services?
Brian James Walker's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONETARY SOLUTIONS, LTD.?
MONETARY SOLUTIONS, LTD. has approximately 2 employees and manages $128M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at MONETARY SOLUTIONS, LTD.

Michael Scott Lamb
DAYTON, OH

More Advisors in DAYTON, Ohio

Matthew Gordon Meister
TMFS-DAYTON, LLC·DAYTON, OH
Edwin Lee Katz
OAKSTREET WEALTH MANAGEMENT, INC.·DAYTON, OH
Matthew C. Jessup
JESSUP WEALTH MANAGEMENT, INC.·DAYTON, OH
Andrew Khoa Le
INVESTABLE WEALTH MANAGEMENT, INC.·DAYTON, OH
Gregory Lunar Merrick
SIGNATURE INVESTMENTS, INC.·DAYTON, OH
Lawrence Patrick Ryan
CLIENTFIRST FINANCIAL STRATEGIES, INC.·DAYTON, OH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CINCINNATI (430)COLUMBUS (229)CLEVELAND (169)BEACHWOOD (76)AKRON (50)DUBLIN (50)INDEPENDENCE (30)WESTLAKE (28)NEW ALBANY (24)BROOKLYN (24)
City Guides
CINCINNATI GuideCOLUMBUS GuideCLEVELAND GuideBEACHWOOD GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
Request removal of this profile